Process
How BookedByAI Builds Your Automation Engine
A clear 3-step system for realtors & mortgage brokers — from messy inboxes to a clean, always-on backend.
Process
From Audit → to Systems → to Compounding
BookedByAI doesn’t just drop in “some AI.” We audit your entire lead and follow-up ecosystem, then build a custom automation engine that runs quietly in the background while you focus on clients and closings.
Step 1 — AI Audit & Strategy (60 minutes)
- Where leads come from — portals, website, social, referrals, open houses, partners.
- How they’re handled today — manual replies, spreadsheets, DMs, CRMs, sticky notes.
- Where follow-ups break down — slow replies, no reminders, no tracking.
- What “a win” looks like — more booked calls, faster response, better pre-qualifying.
Outcome: a prioritized list of 5–10 high-ROI automation plays tailored to your business.
Step 2 — Build Your Realtor/Broker Engine
- Smart intake & routing — every lead is captured, tagged, and routed automatically.
- Reply-worthy SMS & email sequences — warm, human-sounding follow-ups that get replies.
- Booking & calendar flows — confirmations and reminders so more people show.
- Pipelines & dashboards — always-on visual tracking of every stage.
- Review & referral nudges — automated asks that turn wins into repeat and referral business.
Outcome: you walk away with a live, working system — not another half-finished tech project.
Step 3 — Optimize & Grow (AI Growth Plan)
- Monitor reply rates, booking rates, and show-up rates.
- A/B test campaigns, templates, and calls-to-action.
- Add new flows as your business changes — new team, markets, or lead sources.
- Keep tools, prompts, and automations tuned as AI evolves.
Outcome: response speeds go up, more conversations happen, and conversion per lead climbs — without extra
effort from you.
Timeline
Exactly what happens — and when.
Week 0
Audit & Strategy Call- Map leads, inboxes, and bottlenecks.
- Review current tools and handoffs.
- Deliver prioritized automation plan.
Weeks 1–3
Build & Implementation- Set up chat, sequences, booking, and pipelines.
- Connect key tools and calendars.
- Test and refine flows together.
Month 2+
Optimize & Scale- Track results and key conversion metrics.
- Add new use cases and campaigns.
- Keep everything tuned with the AI Growth Plan.
Ready to see what your version looks like?
Book your free AI Audit and we’ll map the 5–10 best automation plays for your real estate or mortgage business — tailored to your leads, market, and current tools.
Book My Free AI Audit